Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Tritax Big Box Reit Plc LSE:BBOX London Ordinary Share GB00BG49KP99 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 155.90 155.80 155.90 159.00 154.50 155.40 6,894,415 16:29:58
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 144.3 141.2 8.4 18.6 2,661

Tritax Big Box Reit Share Discussion Threads

Showing 1226 to 1247 of 1450 messages
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
DateSubjectAuthorDiscuss
17/3/2020
13:51
Well I’m still scratching my head. I would have thought that the present situation would have enhanced Big Box facilitates and make them even more valuable.
lilly 01
17/3/2020
13:02
Excellent buy in the low 80s earlier this morning
phillis
17/3/2020
11:35
Based on your chart the best time to buy is 9am or 10am I will see if this is true for the next few days. Want more but not convinced that we are near the bottom.
tyranosaurus
17/3/2020
11:33
worst part for me is the Diluted Weighted Average Shares 2014 2015 2016 2017 2018 TTM 284 638 887 1,279 1,451 1,537
intelinvestor
17/3/2020
11:31
The reduction in NAV was due to an increase in the number of shares as a result of the equity raise and acquisition of Tritax Symmetry, analysts at Peel Hunt said. “ We expect developments to be the main driver of earnings and NAV growth in the future and pre-lets are an essential part of this,” they added. The dividend was increased by 2% to 6.85p per share. Shares slipped 19% to 80.5p on Tuesday morning. i would agree the development side is a more risky
intelinvestor
17/3/2020
11:11
I agree. Although think the lockdown would induce an overall market low, ie. Ftse250. I can't see this going lower due to reasons you state but then I never thought I'd be able to buy at this level. In fact I thought it would be fairly immune, so what do I know?!?
scubadiverr
17/3/2020
10:52
the 200m revolving credit will keep Bbox above water if things go bad short term. Plus they have a load of cash and they will continue getting rent . I do see the market getting worse, expecially considering we are not even in lock down phase yet so, when that does happen that will be the low. unless im missing something your thoughts>?
intelinvestor
17/3/2020
10:43
Thanks Belgraviaboy
sleepy
17/3/2020
10:30
Think a few of us have taken advantage Skinny :-)
cheshire man
17/3/2020
10:21
For the nothing it is worth I've taken a few.
cwa1
17/3/2020
10:21
Good summary belgravia boy. Did they say that the demolition at littlebrook has added 47% value to the land. Also that they'd pre-booked large power allocation at the site (broadening use spread and making it more attractive)
muzmanoz
17/3/2020
10:12
From the 9am call they confirmed: £130m of comitted spend which takes LTV to 32% No significant debt maturities until 2024 Littlebrook demolition scheduled to complete next month No further small unit spec development Planning consent recieved for 8 sites across the country They continually emphasised that future development would continue on a pre-let basis Valuer confirmed yesterday that his view had not changed since year end
belgraviaboy
17/3/2020
10:09
STOCKWATCH UK @StockwatchUK ยท 12m TRITAX... impressive conf call,level of details. Slide deck gives all. Valuers say Dec values remain relevant. YE151p nav . Divi target of 7p,covered. Income projections done. Self funding its futures with av £150m sales, no spec units, prelet only. >500ksqst in good demand.
cheshire man
17/3/2020
10:07
Planning consent achieved for 2.6 million sq ft across Strategic Land sites. -- 3.2 million sq ft of logistics assets under construction, of which 92% is pre-let. -- Near-term development pipeline of 11.5 million sq ft (45% with planning consent as at 31 December 2019), with gross rental income potential of c.GBP65 million. Don't get me wrong, they are doing well, but the guys in "the market" don't understand property and have assumed since the purchase they have changed from an invcestment company into a developer. Hey ho - don't shoot the messenger.
johnrxx99
17/3/2020
10:01
Re the smaller unit stuff which is more speculative (and limited to 5% of the portfolio) they have confirmed they are not doing any more until the existing stuff is shifted
belgraviaboy
17/3/2020
09:59
Nope, not the recent stuff. Check the news
johnrxx99
17/3/2020
09:49
johnrxx99 - it is not speculative, it is on pre-let sites
belgraviaboy
17/3/2020
09:25
Top 5 customers by portfolio income: Amazon 13.1% Morrisons 6.8% Howdens 5.2% Co-op 4.8% Tesco 4.3%
muzmanoz
17/3/2020
09:25
Sorry guys and gals but as I mentioned a while ago, specualtive devlopment! I remember the 70's, 80's and 90's.
johnrxx99
17/3/2020
09:04
The two Stobart companies are a worry and Stobart Group has issued a statement today which basically says they haven't enough information to say anything at all. Potential voids there, I guess. Total acquisition cost of these was £106m. There's also the four development projects, total cost £366m. Sunk cost, I don't know. I'm not seeing these as negatives but some people will be, and these results and comments will have been written before last night's rather strong statements from the government.
jonwig
17/3/2020
09:02
Remarkable fall. I can only guess that it is the increasing debt and talk of further development activity that is spooking people. That said, 30% LTV is hardly extreme. The revenue should be more than enough to cover ongoing costs. Even if half their tenants go bust and they lost half their revenue they would still be making a operating profit
pimsim
17/3/2020
09:00
I have dialled in - if anything interesting comes up I will try and post it
belgraviaboy
Chat Pages: 58  57  56  55  54  53  52  51  50  49  48  47  Older
ADVFN Advertorial
Your Recent History
LSE
BBOX
Tritax Big..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20201029 23:46:21